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Financial Planners Certified in Birmingham, Alabama

IBERIABANK photos
IBERIABANK, Birmingham
Birmingham / Alabama / United States
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IBERIABANK in Birmingham, AL delivers a wide array of banking, mortgage, lending, investment, and wealth management services to individuals and small businesses. We also support the commercial banking needs of small and large corporations, and institutional investors. In the U.S. we have over 200 branches and approximately 260 ATMs across 7 states, complemented by online and mobile banking. We put relationships first, and empower our markets with local decision making abilities in order to better serve a diverse client base across our growing footprint. We also have a deep commitment to the communities where our associates and clients work and live. Visit or contact your neighborhood branch today or visit us online!
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Steve Garrett Sr - Ameriprise Financial Services, Inc. photos
Steve Garrett Sr - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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The advisor listed is an Ameriprise financial advisor in Birmingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Edelman Financial Engines photos
Edelman Financial Engines, Birmingham
Birmingham / Alabama / United States
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Located near The Summit off Hwy 280 just south of I-459 across from Grandview Medical Center, the Edelman Financial Engines Advisor Center in Birmingham serves the areas of Tuscaloosa, Anniston, Cullman and Montgomery to help clients meet their financial goals. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
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Jeff Roberts - Ameriprise Financial Services, Inc. photos
Jeff Roberts - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Thrivent Financial for Lutherans photos
Thrivent Financial for Lutherans, Birmingham
Birmingham / Alabama / United States
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Thrivent Financial for Lutherans is one of the leading financial services providers in the United States. Located in Birmingham, Ala., the company offers an array of financial products and services, such as funds, annuities, insurances and personal banking. It also provides checking and savings accounts, mortgage loans, home equity loans and online banking solutions. Additionally, the financial institute offers commercial and business banking services. Thrivent Financial for Lutherans is a member of the Federal Deposit Insurance Corp. (FDIC).
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Alynn Plaisted - Ameriprise Financial Services, Inc. photos
Alynn Plaisted - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirementapproach. Working together, I can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Jason Cork - Ameriprise Financial Services, Inc. photos
Jason Cork - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stephen L Garrett Jr - Ameriprise Financial Services, Inc. photos
Stephen L Garrett Jr - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Shawn Buchanan - Ameriprise Financial Services, Inc. photos
Shawn Buchanan - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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The advisor listed is an Ameriprise financial advisor in Birmingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Lisa Irby Gaddis - Ameriprise Financial Services, Inc. photos
Lisa Irby Gaddis - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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The advisor listed is an Ameriprise financial advisor in Birmingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Michael Sheehan - Ameriprise Financial Services, Inc. photos
Michael Sheehan - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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The advisor listed is an Ameriprise financial advisor in Birmingham. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Steve Hudson - Ameriprise Financial Services, Inc. photos
Steve Hudson - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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TIAA Financial Services photos
TIAA Financial Services, Birmingham
Birmingham / Alabama / United States
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TIAA’s Birmingham, AL is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (844) 800-4980.
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Chip Grinkmeyer - Ameriprise Financial Services, Inc. photos
Chip Grinkmeyer - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Tom Hammett - Ameriprise Financial Services, Inc. photos
Tom Hammett - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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The advisor listed is an Ameriprise financial advisor in Birmingham, AL. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. Ill help you prepare for the expected - and the unexpectedThe future looks brighter when youre more prepared. Ill help you plan for what you and your family expect to achieve in life and any changes you may encounter along the way through our exclusive Confident Retirement approach.With the right advisor, life can be brilliant.
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Headwater Asset Mangement, LLC photos
Headwater Asset Mangement, LLC, Birmingham
Birmingham / Alabama / United States
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Finances are as unique and individualistic as the the personalities behind them. We strive to develop deep, lasting relationships with our clients knowing that mutual trust and respect are the cornerstone of success.
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Donna S Cates - Ameriprise Financial Services, Inc. photos
Donna S Cates - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Stan Roberts - Ameriprise Financial Services, Inc. photos
Stan Roberts - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Joshua Cothran - Ameriprise Financial Services, Inc. photos
Joshua Cothran - Ameriprise Financial Services, Inc., Birmingham
Birmingham / Alabama / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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BB&T photos
BB&T, Birmingham
Birmingham / Alabama / United States
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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.
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